Unclaimed
Zoe Elizabeth Brizzolara is a registered representative with Commonfund Securities, Inc. Zoe has been in the securities industry since April 3, 2017 and has experience with Foreside Fund Services, LLC. Zoe is currently licensed in Alaska, Arizona, California, Florida, Hawaii, Minnesota, Nevada, Oregon, Texas and Washington. Zoe has passed the Series 63, Series 31, SIE and Series 7 exams. Zoe can provide financial advice to individual and institutional clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
CA
07/21/2021 - Present
Commonfund Securities, Inc. (SAN FRANCISCO CA)
NY
04/16/2018 - 04/16/2020
FORESIDE FUND SERVICES, LLC (New York NY)
NY
06/29/2015 - 10/13/2017
FORESIDE FUND SERVICES, LLC (New York NY)
BC
Issued 12/13/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2021
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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